ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $217,000 | -8.4% | 2,964 | 0.0% | 0.02% | -5.3% |
Q2 2022 | $237,000 | -22.3% | 2,964 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $305,000 | -10.3% | 2,964 | 0.0% | 0.02% | +5.6% |
Q4 2021 | $340,000 | +13.3% | 2,964 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $300,000 | +1.7% | 2,964 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $295,000 | +13.5% | 2,964 | 0.0% | 0.02% | +5.9% |
Q1 2021 | $260,000 | +3.2% | 2,964 | 0.0% | 0.02% | -5.6% |
Q4 2020 | $252,000 | +13.0% | 2,964 | +300.0% | 0.02% | 0.0% |
Q3 2020 | $223,000 | -83.1% | 741 | -89.1% | 0.02% | -89.5% |
Q3 2018 | $1,319,000 | +6.3% | 6,796 | -2.4% | 0.17% | -0.6% |
Q2 2018 | $1,241,000 | +8.3% | 6,963 | +2.2% | 0.17% | +4.8% |
Q1 2018 | $1,146,000 | +20.9% | 6,811 | +17.0% | 0.16% | +17.9% |
Q4 2017 | $948,000 | +70.2% | 5,823 | +56.9% | 0.14% | +62.8% |
Q3 2017 | $557,000 | +16.5% | 3,712 | +8.5% | 0.09% | +24.6% |
Q2 2017 | $478,000 | +6.7% | 3,420 | +3.2% | 0.07% | +3.0% |
Q1 2017 | $448,000 | +37.0% | 3,315 | +22.0% | 0.07% | +34.0% |
Q4 2016 | $327,000 | – | 2,718 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |